Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI INF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
105K+ 3622.32% |
$23M - $25M
|
108K
$24.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
21.1K+ 35.0% |
$4.63M - $5.04M
|
81.4K
$18.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$2.4M - $2.61M
|
10.9K
$2.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.91KNew |
$1.73M - $1.89M
|
7.91K
$1.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
7.61KNew |
$1.67M - $1.82M
|
7.61K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.61KNew |
$1.67M - $1.82M
|
7.61K
$1.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
6.81K+ 20.0% |
$1.49M - $1.62M
|
40.8K
$9.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.33K+ 62.6% |
$949K - $1.03M
|
11.2K
$2.53M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
4.3K+ 49.5% |
$943K - $1.03M
|
13K
$2.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.64K+ 48.37% |
$799K - $870K
|
11.2K
$2.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.46KNew |
$759K - $826K
|
3.46K
$780K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3.18KNew |
$697K - $759K
|
3.18K
$717K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$583K - $635K
|
2.66K
$599K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
2.61KNew |
$572K - $623K
|
2.61K
$588K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.28K+ 2.93% |
$501K - $545K
|
80.3K
$18.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.75K+ 6.61% |
$385K - $419K
|
28.3K
$6.38M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.59K+ 81.06% |
$348K - $379K
|
3.55K
$800K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.32K+ 8.24% |
$290K - $316K
|
17.4K
$3.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 81.54% |
$281K - $306K
|
2.85K
$643K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14KNew |
$250K - $272K
|
1.14K
$257K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
996+ 10.33% |
$218K - $238K
|
10.6K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
746+ 34.78% |
$164K - $178K
|
2.89K
$652K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
545+ 12.02% |
$120K - $130K
|
5.08K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
467+ 1.38% |
$102K - $111K
|
34.4K
$7.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
386+ 9.78% |
$84.6K - $92.1K
|
4.33K
$977K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
303+ 4.67% |
$66.4K - $72.3K
|
6.79K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
296+ 18.84% |
$64.9K - $70.7K
|
1.87K
$421K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
231+ 1.49% |
$50.7K - $55.1K
|
15.7K
$3.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
231+ 4.93% |
$50.7K - $55.1K
|
4.91K
$1.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
176+ 9.61% |
$38.6K - $42K
|
2.01K
$452K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
165+ 15.05% |
$36.2K - $39.4K
|
1.26K
$284K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
141+ 2.97% |
$30.9K - $33.7K
|
4.89K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
136+ 7.24% |
$29.8K - $32.5K
|
2.02K
$454K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
128+ 1.2% |
$28.1K - $30.6K
|
10.8K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
74+ 0.84% |
$16.2K - $17.7K
|
8.89K
$2M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 62.5% |
$11K - $11.9K
|
130
$29.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
31+ 1.19% |
$6.8K - $7.4K
|
2.64K
$596K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13+ 0.71% |
$2.85K - $3.1K
|
1.84K
$415K
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
13+ 0.89% |
$2.85K - $3.1K
|
1.47K
$332K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
9New |
$1.97K - $2.15K
|
9
$2.03K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.14% |
$1.32K - $1.43K
|
4.17K
$940K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
5+ 0.46% |
$1.1K - $1.19K
|
1.08K
$244K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3+ 0.11% |
$658 - $716
|
2.73K
$615K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 4.05% |
$658 - $716
|
77
$17.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$439 - $477
|
2.64K
$595K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$219 - $239
|
2.46K
$555K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-5- 0.02% |
$1.1K - $1.19K
|
23.7K
$5.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-11- 0.19% |
$2.41K - $2.63K
|
5.65K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-33- 0.45% |
$7.24K - $7.88K
|
7.27K
$1.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-34- 66.67% |
$7.46K - $8.12K
|
17
$3.83K
|
|